See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,883 | $165,335-68.0% | $149,696-64.7% | $158,922-66.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.92% | 348.15%-347.2pp | 276.60%-275.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $983 | $5,103-80.7% | $4,644-78.8% | $4,761-79.3% |
| Participant deferral / active EE | $1,920 | $7,181-73.3% | $6,842-71.9% | $5,982-67.9% |
| Admin fee / account holder | $132,260 | $10,807+1123.9% | $9,309+1320.8% | $11,246+1076.1% |